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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,536 | $87,733+62.5% | $106,554+33.8% | $85,851+66.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 28.52% | 21.86%+6.7pp | 26.80%+1.7pp | 318.63%-290.1pp |
| Employer contribution / active EE | $6,897 | $2,073+232.7% | $2,819+144.6% | $2,565+168.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |